Administration
Module connections
These wiring points are what make WorkBOS a unified platform. Understanding them prevents data silos.
| Source | Destination | Mechanism |
|---|---|---|
| Payroll run (Processed/Paid) | Accounting ledger | DB trigger: auto-posts Salary entry, idempotent via payroll_run_id |
| Onboarding template | Training docs | Checklist items link training doc IDs; docs surface in hire checklist |
| Ideas | Projects | "Convert to Project" creates a Project pre-populated from idea title/description |
| CRM Deals | Companies & Contacts | Each deal belongs to a CRM Company and Contact record |
| Projects | Companies & Portfolios | Projects optionally link to one Company and one Portfolio |
| Leave approval | Leave balances | Server-side trigger decrements balance on approval; cannot be bypassed |
| Role templates | User permissions | Template change instantly propagates to all users on that role |
| Plan feature keys | Nav visibility | crm / hr / risk / financial / portfolios / integrations / audit gate entire sections |
| Settings branding | Whole UI | Logo + primary color write CSS custom properties; white-label is live, no rebuild |
| Recurring task (Done) | Next task instance | Completing a recurring task spawns the next occurrence and moves the repeat rule to the clone |
| Time tracking + Attendance | Payroll | "Load active employees" pulls logged hours and attendance days into each payslip |
| Reminders + @mentions | Notification bell | Due reminders and chat mentions create notifications; clicking one deep-links to the task/leave/deal/employee |
| Form submitted | Drip sequence | Automation action “Enroll the lead in a sequence” starts a nurture drip for the new lead |
| Any trigger | Social draft | Automation action “Draft a social post” creates a review-first draft in Social & Content (never auto-publishes) |
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